Grey Street Capital’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Grey Street Capital’s Portfolio DFSU Stock Details DFSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$344K	Buy	+10,000	New	+$325K	0.05%	362

Other funds holding DFSU

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $610M AUM 20.96% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

Grey Street Capital's DFSU Position: Q1 2024 in Review

Grey Street Capital opened a new position in Dimensional US Sustainability Core 1 ETF (DFSU) in Q1 2024: 10,000 shares worth $344K. The stake represents 0.05% of the portfolio and ranks #362 among its holdings.

126 funds tracked by Wall St. Rank hold DFSU as of Q1 2024.

Grey Street Capital held 10,000 shares of Dimensional US Sustainability Core 1 ETF worth $344K as of Q1 2024.
Dimensional US Sustainability Core 1 ETF was a new Grey Street Capital position in Q1 2024.
Dimensional US Sustainability Core 1 ETF made up 0.05% of Grey Street Capital's portfolio in Q1 2024, its #362 holding.
126 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.